RCW Management’s Fidelity Total Bond ETF FBND Stock Holding History

RCW Management’s Portfolio FBND Stock Details FBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$854K	Sell	18,774 -33	-0.2%	-$1.5K	0.77%	37
2026 Q1	$858K	Buy	18,807 +1,084	+6%	+$50K	0.88%	34
2025 Q4	$816K	Buy	+17,723	New	+$822K	0.82%	34

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RCW Management's FBND Position: Q2 2026 in Review

RCW Management reduced its Fidelity Total Bond ETF (FBND) stake by 0.18% in Q2 2026, selling an estimated $1.5K and leaving 18,774 shares worth $854K. The position accounts for 0.77% of the portfolio, ranked #37.

RCW Management first reported a position in FBND in Q4 2025 and has held it in 3 quarters since. The position peaked at $858K in Q1 2026. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

RCW Management held 18,774 shares of Fidelity Total Bond ETF worth $854K as of Q2 2026.
RCW Management sold 33 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.5K.
Fidelity Total Bond ETF made up 0.77% of RCW Management's portfolio in Q2 2026, its #37 holding.
RCW Management first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 3 quarters since.
RCW Management's Fidelity Total Bond ETF position peaked at $858K in Q1 2026.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on RCW Management's 13F filing for Q2 2026, filed 21 Jul 2026.